Lisa Su

Yeah, that's right. They would say the scale is not what it needs to be. So the idea that we need to go faster and we need to have more manufacturing, you know, let's call it eggs in the U.S. basket, make perfect sense. Right. It is more expensive. We just have to realize that it's more expensive. But the resiliency aspect of it and the sovereignty aspect of it make for good business.

And that has been a change in people's mindsets.

And that has been a change in people's mindsets.

And that has been a change in people's mindsets.

Yes, I think it does. I think there was a time when sort of chip guys would normally think, hey, let me just go to the lowest possible cost because everybody wants to get the lowest possible cost. And I think that has absolutely changed. Now it's like, hey, we need to have a very resilient supply chain. And that's a global supply chain.

Yes, I think it does. I think there was a time when sort of chip guys would normally think, hey, let me just go to the lowest possible cost because everybody wants to get the lowest possible cost. And I think that has absolutely changed. Now it's like, hey, we need to have a very resilient supply chain. And that's a global supply chain.

Yes, I think it does. I think there was a time when sort of chip guys would normally think, hey, let me just go to the lowest possible cost because everybody wants to get the lowest possible cost. And I think that has absolutely changed. Now it's like, hey, we need to have a very resilient supply chain. And that's a global supply chain.

But by the way, I don't think we can bring everything back to the U.S. That's also not practical. But having a good portion of manufacturing here in the U.S. and around the world gives us resiliency in the business, which is a good thing.

But by the way, I don't think we can bring everything back to the U.S. That's also not practical. But having a good portion of manufacturing here in the U.S. and around the world gives us resiliency in the business, which is a good thing.

But by the way, I don't think we can bring everything back to the U.S. That's also not practical. But having a good portion of manufacturing here in the U.S. and around the world gives us resiliency in the business, which is a good thing.

So AI is the most important technology that I believe we'll see over the next 10 years. So with that, as a tech CEO, my job is to make capital allocation decisions. Like I decide where do we spend money. And over the last few years, we have really pivoted the company so that AI is in every product. We talk about big AI a lot, like we talk about the AI that goes into Meta and OpenAI and Microsoft.

So AI is the most important technology that I believe we'll see over the next 10 years. So with that, as a tech CEO, my job is to make capital allocation decisions. Like I decide where do we spend money. And over the last few years, we have really pivoted the company so that AI is in every product. We talk about big AI a lot, like we talk about the AI that goes into Meta and OpenAI and Microsoft.

So AI is the most important technology that I believe we'll see over the next 10 years. So with that, as a tech CEO, my job is to make capital allocation decisions. Like I decide where do we spend money. And over the last few years, we have really pivoted the company so that AI is in every product. We talk about big AI a lot, like we talk about the AI that goes into Meta and OpenAI and Microsoft.

But the truth is you're going to see AI everywhere. You're going to see AI in the cloud. You're going to see AI in the enterprise. You're going to see AI at the edge, sort of in telco edge things. And the reason I say it's negative slack is because the industry is moving so fast. Like, I've just not seen an industry move this fast. And that's where I go back to, it's not just the big players.

But the truth is you're going to see AI everywhere. You're going to see AI in the cloud. You're going to see AI in the enterprise. You're going to see AI at the edge, sort of in telco edge things. And the reason I say it's negative slack is because the industry is moving so fast. Like, I've just not seen an industry move this fast. And that's where I go back to, it's not just the big players.

But the truth is you're going to see AI everywhere. You're going to see AI in the cloud. You're going to see AI in the enterprise. You're going to see AI at the edge, sort of in telco edge things. And the reason I say it's negative slack is because the industry is moving so fast. Like, I've just not seen an industry move this fast. And that's where I go back to, it's not just the big players.

I mean, there's some, you know, amazing, you know, startups that are coming out of, you know, the Stanford's, the MIT's, the Berkeley's, the John Hopkins of the world that are really coming up with really good ideas.

I mean, there's some, you know, amazing, you know, startups that are coming out of, you know, the Stanford's, the MIT's, the Berkeley's, the John Hopkins of the world that are really coming up with really good ideas.

I mean, there's some, you know, amazing, you know, startups that are coming out of, you know, the Stanford's, the MIT's, the Berkeley's, the John Hopkins of the world that are really coming up with really good ideas.

That's pretty cool. There's many, like Luma, for example, when you look at text-to-video and what they've been able to do. You look at where the technology was a few years ago and where the tech is today and then where it's going going forward. These are some of the examples that are out there. I'm a big believer in healthcare and life sciences and that...